Family finances: Manage your budget with Kaleido
To help you manage your family finances on a day-to-day basis, we provide useful resources, tips and tools. Make managing your finances and your family budget a priority! We’re here to help you build a solid financial future for your whole family.
What are the right tools for managing your family finances effectively?
Our commitment to you is reflected in a range of resources designed to help you manage your personal budget as efficiently as possible. And because we know that every family has unique financial needs, we provide personalized tools to help you make informed decisions. For example, our partner Kaira offers a financial coaching app that can help reduce the stress associated with your personal finances, among other things. Our informative videos, web conferences and handy tools give you access to sound saving strategies, essential tax advice, tips for creating a balanced budget, and much more.
Contact us today to find out more about our family finance coaching service!
Financial education to help you reach your goals
Financial education is crucial to managing your budget and ensuring a bright financial future for your children. Teach them the right habits from an early age and they’ll be able to make informed decisions as adults. Investment, saving, returns, careful spending, how interest rates work and so on – all this can be learned. So start early! And as a parent, you can always learn more and share your knowledge with your children.
We think everyone should have a good financial education, so we offer family finance coaching with your RESP.1
We are fortunate to be able to work with professionals who are highly qualified in this area, including Nataly Labelle (founder of Fric & fortune), our partner in providing financial education for children and teenagers.
Like Kaleido, Nataly firmly believes in the positive impact of teaching both teenagers and younger children about finance. With its educational materials, Fric & fortune teaches young people about personal finance in a fun and entertaining way and helps you talk to your kids about money.
Already a Kaleido client? Visit your Client Space to take advantage of your exclusive discounts, content and benefits!
Life insurance for your family in just a few clicks
To help you make informed financial decisions, we’ve teamed up with a partner who greatly simplifies the life insurance underwriting process. We know that this choice can be a tedious task for many families. That’s where our partner Emma comes in: Emma offers you the opportunity to take out the insurance that’s right for you, in the way that’s right for you – with the assistance of an advisor, or autonomously online!
To guide you through every step of the process, we offer a host of practical tools, including explanatory video capsules and access to advisors. You’ll see just how simple it is!
Budgeting: The key to financial health!
Establishing a family budget is essential to ensuring your family’s financial health and preparing a stable financial future for your children. Reducing your monthly expenses (which can quickly get out of control if not closely monitored!) and sticking to your budget are two habits you should make part of your financial routine. By planning your spending wisely, you’ll also free up financial resources to invest in long-term goals, such as saving for retirement, saving for your children’s education and buying a home.
Kaleido is your trusted partner, offering you effective, practical tools (such as our budget template) to help you manage your monthly income and expenses and make the best of your financial situation. Taking charge of your family finances can have a significant impact on your and your children’s future. By optimizing your financial management, you give yourself the peace of mind and stability you deserve.
More information about our family finance coaching service
1. Some conditions and limitations apply. Promotions, benefits and other advantages of our family support services are subject to change without notice and may not be available in certain areas.